CN106815765B - Asset allocation method and equipment - Google Patents
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- CN106815765B CN106815765B CN201611250055.3A CN201611250055A CN106815765B CN 106815765 B CN106815765 B CN 106815765B CN 201611250055 A CN201611250055 A CN 201611250055A CN 106815765 B CN106815765 B CN 106815765B
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- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
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Abstract
The embodiment of the invention provides an asset allocation method, which comprises the steps of responding to an asset allocation instruction of a user in a preset asset access page, and determining a target account to which the asset allocation instruction is directed; corresponding assets under the user account indicated in the asset allocation indication are allocated under the targeted target account. The operation is simplified, and the operation efficiency is improved. And better experience is brought to the user. Furthermore, embodiments of the present invention provide an asset allocation device.
Description
Technical Field
The embodiment of the invention relates to the technical field of computers, in particular to an asset allocation method and equipment.
Background
This section is intended to provide a background or context to the embodiments of the invention that are recited in the claims. The description herein is not admitted to be prior art by inclusion in this section.
In the prior art, when helping to manage money for others (such as parents, friends and children), an account needs to be applied for each other, and the transaction of money management products is carried out for each account.
Disclosure of Invention
Due to the reason that when financial management of others is facilitated, an account needs to be applied for each other, and a transaction of a financial product is performed for each account, in the prior art, when a financial product applied for each other is managed or transacted, an account applied for the other needs to be logged in and operated.
Therefore, in the prior art, the occupation ratio of each other person cannot be intuitively known, the management is inconvenient, and the operation efficiency is low, which is a very annoying process.
To this end, there is a strong need for an improved asset allocation method and apparatus to provide increased management efficiency.
In this context, embodiments of the present invention seek to provide an improved asset allocation method and apparatus.
In a first aspect of embodiments of the present invention, there is provided an asset allocation method comprising:
in a preset asset access page, responding to an asset allocation indication of a user, and determining a target account to which the asset allocation indication is directed;
allocating the corresponding assets indicated in the asset allocation indication under the target account;
wherein the target account comprises the user account or any sub-account associated with the user account; the corresponding assets include any sub-accounts associated with the user account that are different from the target account or assets under the user account.
In a possible implementation manner, the embodiment of the present invention provides the above method, in the asset access page, the assets obtained by the user transaction are presented according to the order.
In a possible implementation manner, the foregoing method provided by an embodiment of the present invention, where, in response to an asset allocation indication of a user, determining a target account to which the asset allocation indication is directed includes: in response to each dragging operation of a user, determining an asset object and a target account which are aimed at by the dragging operation; allocating the corresponding assets indicated in the asset allocation indication under the target account, including: assigning the asset object under the target account; wherein the presentation form of the asset object comprises an order or a product.
In a possible implementation manner, an embodiment of the present invention provides the method, in the asset access page, presenting various types of assets obtained by the user through transaction according to an order; if the asset object aimed at by the dragging operation is an order, deleting the order from the account or the sub-account and adding the order into the target account; if the asset object aimed at by the dragging operation is a part in the order, splitting the part in the order into sub-orders, deleting the part from the order, and adding the sub-orders to the target account.
In a possible implementation manner, in the foregoing method provided by an embodiment of the present invention, the method further includes: for each order traded by the user, in response to expiration of the order or an indication of redemption of the user, if the order is not split into sub-orders, determining the account or sub-account to which the order currently belongs and deleting the order from the determined account or sub-account; if the order is divided into the sub-orders, determining the account or the sub-account to which the corresponding sub-order currently belongs, and deleting the corresponding sub-order from the determined account or the sub-account.
In a possible implementation manner, in the foregoing method provided by an embodiment of the present invention, the method further includes: and responding to a sub-account establishment instruction of the user on the asset access page or other preset pages related to the asset access page, and establishing a sub-account through a preset sub-account establishment interface.
In a possible implementation manner, in the foregoing method provided by an embodiment of the present invention, the method further includes: and under the condition that no sub-account exists currently, responding to an asset allocation indication of a user, and establishing the sub-account through a preset sub-account establishment interface, wherein the established sub-account is a target sub-account for which the asset allocation indication is directed.
In a possible implementation manner, in the foregoing method provided by an embodiment of the present invention, the method further includes: for each sub-account, according to the assets under the sub-account, determining the index value of the income index corresponding to the sub-account according to a preset period; wherein the revenue indicators include one or more of the following indicators: yesterday revenue, cumulative revenue, and current total assets.
In a possible implementation manner, in the method provided in the embodiment of the present invention, a corresponding contact manner is associated with each sub-account in advance; the method further comprises the following steps: and aiming at each sub-account, sending the index value of the income index determined for the sub-account to the user corresponding to the sub-account each time through the corresponding contact way.
In a possible implementation manner, in the foregoing method provided by an embodiment of the present invention, the method further includes: in response to an indication that the user added funds for conducting the asset transaction for any of the sub-accounts, adding funds for a corresponding amount for the any of the sub-accounts; and estimating the remaining disposable amount in the fund after the asset transaction is carried out according to the tradable amount attribute corresponding to the user.
In a possible implementation manner, in the method provided by the embodiment of the present invention, the designated sub-account is preset with an expected profitability; the method further comprises the following steps: monitoring the asset profitability of the designated sub-account; and responding to the monitored yield of any specified sub-account reaching the correspondingly set expected yield, and sending a notification message to the corresponding user of the any specified sub-account.
In a possible implementation manner, in the foregoing method provided by an embodiment of the present invention, the method further includes: and responding to an indication of a user for sharing the asset access page, sharing an access entry of the asset access page to a target object, so that the target object can access the asset access page.
In a second aspect of an embodiment of the present invention, there is provided an asset allocation apparatus comprising:
the determining module is used for responding to an asset allocation indication of a user in a preset asset access page and determining a target account to which the asset allocation indication is directed;
an allocation module to allocate the corresponding assets indicated in the asset allocation indication to the target account;
wherein the target account comprises the user account or any sub-account associated with the user account; the corresponding assets include any sub-accounts associated with the user account that are different from the target account or assets under the user account.
In a possible implementation manner, the embodiment of the present invention provides the above-mentioned apparatus, in the asset access page, various types of assets obtained by the user transaction are presented according to the order.
In a possible implementation manner, in the above apparatus provided by an embodiment of the present invention, the determining module is specifically configured to determine, in response to each dragging operation of a user, an asset object targeted by the dragging operation and a targeted account targeted by the dragging operation; the allocation module is specifically configured to allocate the asset object to the target account; wherein the presentation form of the asset object comprises an order or a product.
In a possible implementation manner, in the above apparatus provided in the embodiment of the present invention, the allocation module is specifically configured to delete an order from an account or a sub-account if an asset object targeted by the dragging operation is the order, and add the order to the target account; if the asset object aimed at by the dragging operation is a part in the order, splitting the part in the order into sub-orders, deleting the part from the order, and adding the sub-orders into the target account; wherein, in the property access page, the various types of properties obtained by the user transaction are presented according to the order.
In a possible implementation manner, in the above apparatus provided in an embodiment of the present invention, the apparatus further includes: a deletion module; the deletion module is used for responding to the expiration of the order or the redemption indication of the user for each order traded by the user, determining an account or a sub-account to which the order currently belongs if the order is not split into sub-orders, and deleting the order from the determined account or sub-account; if the order is divided into the sub-orders, determining the account or the sub-account to which the corresponding sub-order currently belongs, and deleting the corresponding sub-order from the determined account or the sub-account.
In a possible implementation manner, in the above apparatus provided in an embodiment of the present invention, the apparatus further includes: establishing a module; the establishing module is used for responding to a sub-account establishing instruction of a user on the asset access page or other preset pages related to the asset access page and establishing a sub-account through a preset sub-account establishing interface.
In a possible implementation manner, in the above apparatus provided in an embodiment of the present invention, the apparatus further includes: establishing a module; the establishing module is used for responding to an asset allocation instruction of a user and establishing a sub-account through a preset sub-account establishing interface under the condition that the sub-account does not exist currently, wherein the established sub-account is a target sub-account for which the asset allocation instruction aims.
In a possible implementation manner, in the apparatus provided in the embodiment of the present invention, the determining module is further configured to determine, for each sub-account, an index value of a revenue index corresponding to the sub-account according to a preset period and according to assets under the sub-account; wherein the revenue indicators include one or more of the following indicators: yesterday revenue, cumulative revenue, and current total assets.
In a possible implementation manner, in the above apparatus provided in an embodiment of the present invention, the apparatus further includes: a sending module; and the sending module is used for sending the index value of the income index determined for each sub-account to the user corresponding to the sub-account through the corresponding contact way, wherein the corresponding contact way is associated with each sub-account in advance.
In a possible implementation manner, in the above apparatus provided in an embodiment of the present invention, the apparatus further includes: a fund addition module and an estimation module; the fund adding module is used for responding to an instruction of adding funds for carrying out asset transaction for any sub-account by a user and adding funds with corresponding amount for the sub-account; the estimation module is used for estimating the remaining disposable amount in the fund after the asset transaction is carried out according to the tradable amount according to the attribute of the tradable amount corresponding to the user.
In a possible implementation manner, in the above apparatus provided in an embodiment of the present invention, the apparatus further includes: the monitoring module and the sending module; the monitoring module is used for monitoring the asset profitability of the appointed sub-account; and the sending module is used for responding to the monitoring module to monitor that the earning rate of any specified sub-account reaches the expected earning rate set correspondingly, and sending a notification message to the user corresponding to the any specified sub-account, wherein the expected earning rate is preset in the specified sub-account.
In a possible implementation manner, in the above apparatus provided in an embodiment of the present invention, the apparatus further includes: a sharing module; the sharing module is used for responding to an indication that a user shares the asset access page, sharing an access entry of the asset access page to a target object, so that the target object can access the asset access page.
According to the asset allocation method and the asset allocation device, an asset access page can be set for a user in advance, and in the preset asset access page, a target account to which an asset allocation instruction is directed is determined in response to the asset allocation instruction of the user; corresponding assets under the user account indicated in the asset allocation indication are allocated under the targeted target account. In the embodiment of the invention, the sub-accounts can be established for other people helping to manage the property on the property access page, so that the property occupation ratio and the like of each other person can be intuitively known in the property access page, the property management is convenient, the account number of each other person does not need to be logged in for performing property transaction respectively, the property can be directly allocated between the user account and the established sub-accounts or between the sub-accounts in the property access page, the operation is simplified, and the operation efficiency is improved. And better experience is brought to the user.
Drawings
The above and other objects, features and advantages of exemplary embodiments of the present invention will become readily apparent from the following detailed description read in conjunction with the accompanying drawings. Several embodiments of the invention are illustrated by way of example, and not by way of limitation, in the figures of the accompanying drawings and in which:
FIG. 1 schematically illustrates an application scenario according to an embodiment of the present invention;
FIG. 2 schematically illustrates a flow diagram of a method of asset allocation according to an embodiment of the invention;
FIG. 3 schematically illustrates a flow diagram of a method of asset allocation according to another embodiment of the invention;
FIG. 4 schematically illustrates a flow diagram of an asset allocation method according to yet another embodiment of the invention;
FIG. 5 schematically illustrates a block diagram of an asset distribution facility according to an embodiment of the present invention;
FIG. 6 schematically illustrates a structural schematic of an asset allocation device according to yet another embodiment of the present invention;
FIG. 7 schematically shows a program product diagram of an asset allocation device according to an embodiment of the invention.
In the drawings, the same or corresponding reference numerals indicate the same or corresponding parts.
Detailed Description
The principles and spirit of the present invention will be described with reference to a number of exemplary embodiments. It is understood that these embodiments are given solely for the purpose of enabling those skilled in the art to better understand and to practice the invention, and are not intended to limit the scope of the invention in any way. Rather, these embodiments are provided so that this disclosure will be thorough and complete, and will fully convey the scope of the disclosure to those skilled in the art.
As will be appreciated by one skilled in the art, embodiments of the present invention may be embodied as a system, apparatus, device, method, or computer program product. Accordingly, the present disclosure may be embodied in the form of: entirely hardware, entirely software (including firmware, resident software, micro-code, etc.), or a combination of hardware and software.
According to an embodiment of the invention, an asset allocation method and equipment are provided.
In this context, it is to be understood that the term preset property access page as referred to means a preset property access page in which various types of properties obtained by a user transaction can be presented in order.
Moreover, any number of elements in the drawings are by way of example and not by way of limitation, and any nomenclature is used solely for differentiation and not by way of limitation.
The principles and spirit of the present invention are explained in detail below with reference to several representative embodiments of the invention.
Summary of The Invention
The inventor finds that when helping others manage money, an account needs to be applied for each other, and the transaction of money management products is carried out for each account, so that when the money management products applied for each other are managed or transacted, the account needs to be logged in for the account applied by the corresponding other, operation is carried out, the asset occupation ratio and the like of each other cannot be visually known, the money management is inconvenient, the operation is complex, and the efficiency is low.
To this end, the invention provides an asset allocation method and equipment. The method comprises the following steps: in a preset asset access page, responding to an asset allocation indication of a user, and determining a target account to which the asset allocation indication is directed; allocating the corresponding assets indicated in the asset allocation indication under the target account; wherein the target account comprises the user account or any sub-account associated with the user account; the corresponding assets include assets under the user account different from the target account or any sub-account associated with the user account.
Having described the general principles of the invention, various non-limiting embodiments of the invention are described in detail below.
Application scene overview
Referring first to fig. 1, corresponding software may be installed in the terminal 101 and run to access the asset access page, or a browser may be installed in the terminal 101 and access the asset access page through the browser. The terminal 101 may be connected to an asset server 102 via a network, and the asset server 102 may provide the terminal with asset data of the user. The network can be a local area network, a wide area network, a mobile internet and the like; the terminal 101 may be a portable device (e.g., a mobile phone, a tablet, a notebook Computer, etc.) or a Personal Computer (PC).
Exemplary method
A method for asset allocation according to an exemplary embodiment of the present invention is described below with reference to fig. 2-4 in conjunction with the application scenario of fig. 1. It should be noted that the above application scenarios are merely illustrated for the convenience of understanding the spirit and principles of the present invention, and the embodiments of the present invention are not limited in this respect. Rather, embodiments of the present invention may be applied to any scenario where applicable.
Fig. 2 is a schematic flowchart of an embodiment of an asset allocation method provided by the present invention, and as shown in fig. 2, the asset allocation method provided by the embodiment of the present invention includes the following steps:
s201, in a preset asset access page, responding to an asset allocation indication of a user, and determining a target account to which the asset allocation indication is directed.
And S202, distributing the corresponding assets indicated in the asset distribution instruction in the S201 to the target account determined in the S201.
Wherein the target account comprises a user account or any sub-account associated with the user account; the corresponding assets include any sub-accounts associated with the user account other than the target account or assets under the user account.
In the embodiment of the invention, the asset transfer can be carried out between the user account and the sub-account or between any sub-account. Therefore, the asset proportion and the like of each other person can be intuitively known in the asset access page, the management is convenient, the asset transaction is carried out for each other person without logging in the account number of each other person, the asset allocation can be directly carried out between the user account and the established sub-account or between the sub-accounts in the asset access page, the operation is simplified, and the operation efficiency is improved. And better experience is brought to the user.
Further, any sub-accounts associated with a user account may be established by:
the first mode is as follows: and in the asset access page, responding to a sub-account establishment instruction of the user, and establishing a sub-account through a preset sub-account establishment interface.
In a first manner, a sub-account setup interface may be provided on the asset access page through which a user may issue a sub-account setup indication in the asset access page to setup a sub-account. Preferably, the sub-account may be presented in the form of a tab page, and the name of the tab page may be recommended by the user or named by the user, for example: the name of "others" to which the asset belongs can be named in the tab page record. Therefore, when parents, friends and children are helped to carry out asset management, the asset proportion, the income condition and the like of each 'other person' can be displayed in a centralized and visual mode, and management is more convenient.
In the second mode, the sub-account is established through a preset sub-account establishment interface in response to the sub-account establishment instruction of the user on other preset pages related to the asset access page.
In the second mode, the asset processing platform to which the asset access page belongs may be implemented in the form of application software, and the terminal may install the application software to use the asset processing platform and access the asset access page, or may be implemented in the form of a website, and the terminal may access the website to use the asset processing platform and access the asset access page through a browser. The asset processing platform also contains other preset pages related to the asset access page, and the preset sub-account establishment interface can also be provided by the other preset pages, such as: a setup page, etc. Therefore, the user can enter other preset pages, send out a sub-account establishment instruction, and establish the sub-account through the preset sub-account establishment interface.
The third mode is as follows: and under the condition that no sub-account exists currently, responding to an asset allocation indication of the user, and establishing the sub-account through a preset sub-account establishment interface, wherein the established sub-account is a target sub-account for which the asset allocation indication is directed.
In a third mode, if the user does not establish the sub-account in advance when performing asset allocation, the establishment of the sub-account may also be triggered by an asset allocation indication, and the established sub-account indicates the target sub-account to which the asset allocation indication is directed. The sub-account may be used directly when asset allocation is performed again.
Fig. 3 is a schematic flowchart of another embodiment of an asset allocation method provided by the present invention, and as shown in fig. 3, the asset allocation method provided by the embodiment of the present invention includes the following steps:
s301, in a preset asset access page, in response to each dragging operation of a user, determining an order or a part of the order targeted by the dragging operation and a targeted account.
Wherein, in the property access page, the various types of properties obtained by the user transaction are presented according to the order.
In the prior art, different types of assets are presented to the user in different ways, for example: the fixed harvest type assets are typically presented by order, the fund type assets are typically presented by product, and so on. Then, this step can be replaced by: in response to each dragging operation of a user, determining an asset object and a target account which are aimed at by the dragging operation; correspondingly, allocating the corresponding asset indicated in the asset allocation indication under the target account may be performed as: allocating the determined asset objects under a target account; wherein the presentation form of the asset object comprises an order or a product.
However, if the asset process is presented according to the property of the asset, the user cannot intuitively present the asset condition of the user in different presentation modes when viewing the asset, which is more disadvantageous for the user to manage the asset. In this embodiment, the assets obtained by the user in transaction can be presented in the asset access page in order form, that is, the assets can be presented in order form regardless of the type of the assets of the user. And all types of assets can be accessed through the asset access page, and all assets are summarized to a uniform entry, so that the management is convenient.
To facilitate the asset allocation operation for the user, asset allocation by a "drag" operation may be defined. The user can carry out dragging operation on the assets to be distributed in the user account or any sub-account, and the assets are dragged to the target account or the target sub-account from the account or the sub-account where the user is located, so that asset distribution is completed. Further, other operations may also be defined for asset allocation, such as: double click operation, etc., the drag operation is a preferred embodiment and is not intended to limit the present invention.
Preferably, the user account and the sub-account may be presented in the form of a tab page, and the name of the tab page may be recommended for the user or may be named by the user. In one embodiment, the current display interface may only present one tab page, in which asset details of a corresponding owner are presented, and the presented tab page may determine, according to a user instruction, that a user account or a sub-account not presenting the tab page may present a corresponding identifier thereof, so that when a user performs asset allocation, the user performs dragging directly through a dragging operation to drag the asset object (product, or order, or sub-order) to an identifier corresponding to a sub-account established by the owner, thereby allocating the asset object to the owner corresponding to the sub-account. Preferably, when the asset object is dragged to the identifier corresponding to the sub-account established by the owner, the currently presented tab page may be closed, the tab page corresponding to the sub-account is opened, the asset details of the sub-account are displayed, and the asset object targeted by the dragging operation is added to the sub-account.
In another embodiment, the current display interface may present a plurality of tab pages, arranged in a stacked fashion; and displaying the asset details of the corresponding user account or sub-account in the tag page at the uppermost layer presented currently. When the user performs asset allocation, the user directly drags the asset object (product, order or sub-order) to the label page corresponding to the sub-account established by the owner through a dragging operation, so that the asset object is allocated to the owner corresponding to the sub-account. Preferably, when the asset object is dragged to the tab corresponding to the sub-account established by the owner, the tab page currently presented may be closed, the tab page corresponding to the sub-account is opened, the asset details of the sub-account are displayed, and the asset object targeted by the dragging operation is added to the sub-account. In addition, presenting a plurality of tab pages may also be: and simultaneously presenting a plurality of label pages in a tiled form on the current display interface, so that the user can directly drag the asset object (product, order or sub-order) to the label page corresponding to the sub-account established by the attribution through a dragging operation when performing asset allocation.
In this way, after a user performs a certain asset transaction, the asset object under the user account can be directly allocated to the sub-account through the dragging operation, or when the asset of the sub-account is adjusted, the asset under the sub-account in the mother tab page can be dragged to the sub-account in the father tab page, so that the asset under the mother name and the asset under the father name are reallocated. The assets can be distributed by a plurality of persons only through one transaction, and the complex operation of multiple transactions and the loss of high-income financing assets are avoided.
For the case of transferring part of the order, in the specific implementation, the order may be dragged to a certain sub-account in the tab page, at this time, the interface jumps out to prompt, ask the user whether to transfer the order completely or partially and to transfer the amount of money partially, and then complete the transfer of the order completely or partially according to the selection of the user, and the invention does not make a limiting explanation on the specific real-time manner.
And S302, if the asset object aimed at by the dragging operation is an order, deleting the order from the account or the sub-account, and adding the order to the target account.
And S303, if the asset object aimed at by the dragging operation is a part in the order, splitting the part in the order into sub orders, deleting the part from the order, and adding the sub orders into the target account.
Step S302 and step S303 are not performed in strict order.
S304, for each order traded by the user, in response to expiration of the order or redemption indication of the user, if the order is not split into sub-orders, determining the account or sub-account to which the order currently belongs, and deleting the order from the determined account or sub-account.
S305, if the order is divided into the sub-orders, determining the account or the sub-account to which the corresponding sub-order currently belongs, and deleting the corresponding sub-order from the determined account or the sub-account.
The execution of step S304 and step S305 is not strictly sequential.
Fig. 4 is a schematic flowchart of an asset allocation method according to another embodiment of the present invention, and as shown in fig. 4, an asset allocation method according to an embodiment of the present invention includes the following steps:
s401, in a preset asset access page, responding to an asset allocation indication of a user, and determining a target account to which the asset allocation indication is directed.
S402, distributing the corresponding assets indicated in the asset distribution indication in the S401 to the target account determined in the S401.
Wherein the target account comprises a user account or any sub-account associated with the user account; the corresponding assets include any sub-accounts associated with the user account other than the target account or assets under the user account.
And S403, aiming at each sub-account, determining an index value of the income index corresponding to the sub-account according to the assets of the sub-account and a preset period.
Wherein the revenue indicator may include one or more of the following indicators: yesterday's revenue, cumulative revenue, and current total assets, etc.
In this step, no matter what type of user asset is, for example: the index values of the income indexes of bills, insurance, fund, intelligent investment combination and the like can be determined according to a preset period.
And S404, aiming at each sub-account, sending the index value of the income index determined for the sub-account in the S403 to the user corresponding to the sub-account each time through the corresponding contact way.
And associating corresponding contact ways for each sub-account in advance.
In this step, the contact information may include, but is not limited to, short message, instant message, telephone, email, etc. Therefore, when managing assets for the relatives, the income condition, the asset state and the like of the relatives can be conveniently informed.
S405, in response to the indication that the user adds funds for carrying out the asset transaction for any sub-account, adding funds with corresponding amount for any sub-account.
In this step, funds may also be added to the user account or sub-account. Assuming that a sub-account is established for mother, named mother, who gives the user an amount of money, the amount of money may be added to mother's sub-account.
S406, estimating the remaining disposable amount in the fund added in S405 after the asset transaction is carried out according to the transactable amount according to the attribute of the transactable amount corresponding to the user.
In this step, assuming that the funds added in step S405 are greater than the tradable amount corresponding to the user, the remaining tradable amount after the transaction is performed according to the tradable amount corresponding to the user may be estimated, so as to facilitate the subsequent investment planning.
And S407, monitoring the asset profitability of the designated sub-account.
Wherein the designated sub-account is pre-set with the desired rate of return.
And S408, responding to the fact that the yield of any specified sub-account reaches the correspondingly set expected yield, and sending a notification message to the user corresponding to the any specified sub-account.
In this step, the manner of sending the notification message may include, but is not limited to: short message, instant message, phone, email.
And S409, responding to the indication of the user sharing the asset access page, sharing the access entry of the asset access page to the target object, so that the target object can access the asset access page.
In this step, the shared platform may be determined according to actual conditions, for example: WeChat, and the like. Assuming that a sub-account is established for mother, an access entry of a sub-account page established for mother can be sent to mother through a sharing platform, and mother can collect the sub-account page so as to directly open browsing when needing browsing.
Further, the execution of step S401 to step S402, step S403 to step S404, step S405 to step S406, step S407 to step S408, and step S409 has no strict order.
Exemplary device
Having described the method of an exemplary embodiment of the present invention, the apparatus for asset allocation of an exemplary embodiment of the present invention is next described with reference to FIG. 5.
Fig. 5 is a schematic structural diagram of an asset allocation device according to an embodiment of the present invention, and as shown in fig. 5, the asset allocation device may include the following modules:
a determining module 501, configured to determine, in a preset asset access page, a target account to which an asset allocation indication is directed in response to the asset allocation indication of a user;
an allocation module 502 for allocating the corresponding assets indicated in the asset allocation indication to the target account;
wherein the target account comprises the user account or any sub-account associated with the user account; the corresponding assets include any sub-accounts associated with the user account that are different from the target account or assets under the user account.
In some embodiments of this embodiment, optionally, in the property access page, the various types of properties obtained by the user transaction are presented in an order.
In other embodiments of this embodiment, optionally, the determining module 501 is specifically configured to determine, in response to each dragging operation of the user, an asset object targeted by the dragging operation and a targeted account targeted by the dragging operation;
the allocating module 502 is specifically configured to allocate the asset object to the target account; wherein the presentation form of the asset object comprises an order or a product.
In still other embodiments of this embodiment, optionally, the allocating module 502 is specifically configured to delete an order from an account or a sub-account if the asset object targeted by the dragging operation is the order, and add the order to the target account; if the asset object aimed at by the dragging operation is a part in the order, splitting the part in the order into sub-orders, deleting the part from the order, and adding the sub-orders into the target account; wherein, in the property access page, the various types of properties obtained by the user transaction are presented according to the order.
In some further embodiments of this embodiment, optionally, the apparatus further includes: a deletion module 503;
the deletion module 503 is configured to, for each order traded by the user, in response to expiration of the order or an indication of redemption of the user, determine an account or sub-account to which the order currently belongs if the order is not split into sub-orders, and delete the order from the determined account or sub-account; if the order is divided into the sub-orders, determining the account or the sub-account to which the corresponding sub-order currently belongs, and deleting the corresponding sub-order from the determined account or the sub-account.
In some further embodiments of this embodiment, optionally, the apparatus further includes: a setup module 504;
the establishing module 504 is configured to respond to a sub-account establishment instruction of a user on the asset access page or on another preset page except the asset access page in the asset processing platform to which the asset access page belongs, and establish a sub-account through a preset sub-account establishment interface.
In some further embodiments of this embodiment, optionally, the apparatus further includes: a setup module 504;
the establishing module 504 is configured to, in response to an asset allocation instruction of a user when a sub-account does not exist currently, establish the sub-account through a preset sub-account establishing interface, where the established sub-account is a target sub-account to which the asset allocation instruction is directed.
In some further embodiments of this embodiment, optionally, the determining module 501 is further configured to determine, for each sub-account, an index value of a revenue index corresponding to the sub-account according to a preset period according to the assets of the sub-account; wherein the revenue indicators include one or more of the following indicators: yesterday revenue, cumulative revenue, and current total assets.
In still other embodiments of this embodiment, optionally, the apparatus further includes: a sending module 505;
the sending module 505 is configured to send, for each sub-account, the index value of the revenue indicator determined for the sub-account each time to the user corresponding to the sub-account through the corresponding contact method, where the corresponding contact method is associated with each sub-account in advance.
In some further embodiments of this embodiment, optionally, the apparatus further includes: a fund addition module 506 and an evaluation module 507;
the fund adding module 506 is used for adding funds with corresponding amount to any sub-account in response to the indication that the user adds the funds for carrying out the asset transaction to the sub-account;
the estimation module 507 is configured to estimate, according to the attribute of the tradable amount corresponding to the user, a remaining disposable amount in the fund after the asset transaction is performed according to the tradable amount.
In still other embodiments of this embodiment, optionally, the apparatus further includes: a monitoring module 508 and a sending module 505;
the monitoring module 508 is configured to monitor the asset profitability of the designated sub-account;
the sending module 505 is configured to send a notification message to a user corresponding to any one designated sub-account in response to the monitoring module 508 monitoring that the earning rate of any one designated sub-account reaches the expected earning rate set correspondingly, where the expected earning rate is preset in the designated sub-account.
In still other embodiments of this embodiment, optionally, the apparatus further includes: a sharing module 509;
the sharing module 509 is configured to, in response to an indication that the user shares the asset access page, share an access entry of the asset access page with a target object, so that the target object can access the asset access page.
Having described the method and apparatus of exemplary embodiments of the present invention, an apparatus for asset allocation according to yet another exemplary embodiment of the present invention is described next.
As will be appreciated by one skilled in the art, aspects of the present invention may be embodied as a system, method or program product. Thus, various aspects of the invention may be embodied in the form of: an entirely hardware embodiment, an entirely software embodiment (including firmware, microcode, etc.) or an embodiment combining hardware and software aspects that may all generally be referred to herein as a "circuit," module "or" system.
In some possible embodiments, the device for asset allocation according to the invention may comprise at least one processing unit, and at least one memory unit. Wherein the storage unit stores program code which, when executed by the processing unit, causes the processing unit to perform the steps of the method for asset allocation according to various exemplary embodiments of the present invention described in the above section "exemplary methods" of this specification. For example, the processing unit may execute step S201 shown in fig. 2, in a preset asset access page, in response to an asset allocation indication of a user, determine a target account to which the asset allocation indication is directed, and step S202, allocate a corresponding asset indicated in the asset allocation indication in S201 to the target account determined in S201, where the target account includes the user account or any sub-account associated with the user account; the corresponding assets include any sub-accounts associated with the user account other than the target account or assets under the user account.
An apparatus 60 for asset allocation according to this embodiment of the present invention is described below with reference to fig. 6. The apparatus 60 for asset allocation shown in fig. 6 is only an example and should not impose any limitation on the functionality and scope of use of embodiments of the present invention.
As shown in FIG. 6, the device 60 for asset allocation is in the form of a general purpose computing device. The components of the apparatus 60 for asset allocation may include, but are not limited to: the at least one processing unit 601, the at least one memory unit 602, and a bus 603 that connects the various system components (including the processing unit 601 and the memory unit 602).
The storage unit 602 may include readable media in the form of volatile memory, such as Random Access Memory (RAM)6021 and/or cache memory 6022, and may further include read-only memory (ROM) 6023.
The memory unit 602 may also include a program/utility 600 having a set (at least one) of program modules 6024, such program modules 6024 including, but not limited to: an operating system, one or more application programs, other program modules, and program data, each of which, or some combination thereof, may comprise an implementation of a network environment.
The device for asset allocation 60 may also communicate with one or more external devices 604 (e.g., keyboard, pointing device, bluetooth device, etc.), with one or more devices that enable a user to interact with the device for asset allocation 60, and/or with any devices (e.g., router, modem, etc.) that enable the device for asset allocation 60 to communicate with one or more other computing devices. Such communication may occur via input/output (I/O) interfaces 605. Also, the device 60 for asset allocation may also communicate with one or more networks (e.g., a Local Area Network (LAN), a Wide Area Network (WAN), and/or a public network, such as the internet) through the network adapter 606. As shown in FIG. 6, the network adapter 606 communicates with the other modules of the device 60 for asset allocation over the bus 603. The device for asset allocation 60 may also display an asset access page to the user via the display unit 607. It should be understood that although not shown in the figures, other hardware and/or software modules may be used in conjunction with the apparatus 60 for asset allocation, including but not limited to: microcode, device drivers, redundant processing units, external disk drive arrays, RAID systems, tape drives, and data backup storage systems, among others.
Exemplary program product
In some possible embodiments, aspects of the present invention may also be implemented in the form of a program product, comprising program code means for causing a terminal device to carry out the steps of the method for asset allocation according to various exemplary embodiments of the present invention as described in the above-mentioned "exemplary methods" section of the present description, when said program product is run on said terminal device, for example, the terminal device may perform step S201 as shown in fig. 2, in a preset asset access page, in response to the asset allocation indication of the user, determining a target account to which the asset allocation indication is directed, and step S202, allocating the corresponding asset indicated in the asset allocation indication in S201 to the target account determined in S201, where the target account includes the user account or any sub-account associated with the user account; the corresponding assets include any sub-accounts associated with the user account other than the target account or assets under the user account.
The program product may employ any combination of one or more readable media. The readable medium may be a readable signal medium or a readable storage medium. A readable storage medium may be, for example, but not limited to, an electronic, magnetic, optical, electromagnetic, infrared, or semiconductor system, apparatus, or device, or any combination of the foregoing. More specific examples (a non-exhaustive list) of the readable storage medium include: an electrical connection having one or more wires, a portable disk, a hard disk, a Random Access Memory (RAM), a read-only memory (ROM), an erasable programmable read-only memory (EPROM or flash memory), an optical fiber, a portable compact disc read-only memory (CD-ROM), an optical storage device, a magnetic storage device, or any suitable combination of the foregoing.
As shown in fig. 7, a program product 70 for asset allocation according to an embodiment of the present invention is depicted, which may employ a portable compact disc read only memory (CD-ROM) and include program code, and may be run on a terminal device, such as a personal computer. However, the program product of the present invention is not limited in this regard and, in the present document, a readable storage medium may be any tangible medium that can contain, or store a program for use by or in connection with an instruction execution system, apparatus, or device.
A readable signal medium may include a propagated data signal with readable program code embodied therein, for example, in baseband or as part of a carrier wave. Such a propagated data signal may take any of a variety of forms, including, but not limited to, electro-magnetic, optical, or any suitable combination thereof. A readable signal medium may also be any readable medium that is not a readable storage medium and that can communicate, propagate, or transport a program for use by or in connection with an instruction execution system, apparatus, or device.
Program code embodied on a readable medium may be transmitted using any appropriate medium, including but not limited to wireless, wireline, optical fiber cable, RF, etc., or any suitable combination of the foregoing.
Program code for carrying out operations for aspects of the present invention may be written in any combination of one or more programming languages, including an object oriented programming language such as Java, C + + or the like and conventional procedural programming languages, such as the "C" programming language or similar programming languages. The program code may execute entirely on the user's computing device, partly on the user's device, as a stand-alone software package, partly on the user's computing device and partly on a remote computing device, or entirely on the remote computing device or server. In the case of a remote computing device, the remote computing device may be connected to the user computing device over any kind of network, including a Local Area Network (LAN) or a Wide Area Network (WAN), or may be connected to an external computing device (e.g., over the internet using an internet service provider).
It should be noted that although in the above detailed description several means or sub-means of the asset allocation arrangement are mentioned, this division is only not mandatory. Indeed, the features and functions of two or more of the devices described above may be embodied in one device, according to embodiments of the invention. Conversely, the features and functions of one apparatus described above may be further divided into embodiments by a plurality of apparatuses.
Moreover, while the operations of the method of the invention are depicted in the drawings in a particular order, this does not require or imply that the operations must be performed in this particular order, or that all of the illustrated operations must be performed, to achieve desirable results. Additionally or alternatively, certain steps may be omitted, multiple steps combined into one step execution, and/or one step broken down into multiple step executions.
While the spirit and principles of the invention have been described with reference to several particular embodiments, it is to be understood that the invention is not limited to the disclosed embodiments, nor is the division of aspects, which is for convenience only as the features in such aspects may not be combined to benefit. The invention is intended to cover various modifications and equivalent arrangements included within the spirit and scope of the appended claims.
Claims (22)
1. An asset allocation method comprising:
in a preset asset access page, responding to an asset allocation indication of a user, and determining a target account to which the asset allocation indication is directed;
allocating the corresponding assets indicated in the asset allocation indication under the target account;
the asset access page is a page in an asset processing platform, and the asset processing platform is realized in a website or application software mode; presenting an identifier or a label page corresponding to the target account on the asset access page, wherein the label page displays asset details of the target account; the target account comprises the user account or any sub-account associated with the user account, and the user account is different from an owner of the any sub-account; the corresponding assets include any sub-accounts associated with the user account that are different from the target account or assets under the user account;
wherein, in the asset access page, the various types of assets obtained by the user transaction are presented according to the order, and then the target account to which the asset allocation indication is directed is determined in response to the asset allocation indication of the user, including:
in response to each dragging operation of a user, determining an asset object and a target account which are aimed at by the dragging operation; wherein the dragging operation is to drag the asset object to an identifier or a tab page corresponding to the target account;
the allocating the corresponding assets indicated in the asset allocation indication under the target account comprises:
if the asset object aimed at by the dragging operation is a part in the order, splitting the part in the order into sub-orders, deleting the part from the order, and adding the sub-orders into the target account;
wherein the method further comprises:
and responding to an indication of a user for sharing the asset access page, sharing an access entry of the asset access page to a target object, so that the target object can access the asset access page.
2. The method of claim 1, wherein the assets access page presents the types of assets the user trades for as ordered.
3. The method of claim 1, presenting, in the property access page, the various types of properties that the user trades for in order;
and if the asset object aimed at by the dragging operation is an order, deleting the order from the account or the sub-account, and adding the order into the target account.
4. The method of claim 2, further comprising:
for each order traded by the user, in response to expiration of the order or an indication of redemption of the user, if the order is not split into sub-orders, determining the account or sub-account to which the order currently belongs and deleting the order from the determined account or sub-account;
if the order is divided into the sub-orders, determining the account or the sub-account to which the corresponding sub-order currently belongs, and deleting the corresponding sub-order from the determined account or the sub-account.
5. The method of claim 1, further comprising:
and responding to a sub-account establishment instruction of the user on the asset access page or other preset pages related to the asset access page, and establishing a sub-account through a preset sub-account establishment interface.
6. The method of claim 1, further comprising:
and under the condition that no sub-account exists currently, responding to an asset allocation indication of a user, and establishing the sub-account through a preset sub-account establishment interface, wherein the established sub-account is a target sub-account for which the asset allocation indication is directed.
7. The method of claim 1, further comprising: for each sub-account, according to the assets under the sub-account, determining the index value of the income index corresponding to the sub-account according to a preset period;
wherein the revenue indicators include one or more of the following indicators: yesterday revenue, cumulative revenue, and current total assets.
8. The method according to claim 7, associating a corresponding contact way for each sub-account in advance;
the method further comprises the following steps:
and aiming at each sub-account, sending the index value of the income index determined for the sub-account to the user corresponding to the sub-account each time through the corresponding contact way.
9. The method according to any one of claims 1-8, further comprising:
in response to an indication that the user added funds for conducting the asset transaction for any of the sub-accounts, adding funds for a corresponding amount for the any of the sub-accounts;
and estimating the remaining disposable amount in the fund after the asset transaction is carried out according to the tradable amount attribute corresponding to the user.
10. The method of any of claims 1-8, designating a sub-account to be pre-set with a desired rate of return;
the method further comprises the following steps:
monitoring the asset profitability of the designated sub-account;
and responding to the monitored yield of any specified sub-account reaching the correspondingly set expected yield, and sending a notification message to the corresponding user of the any specified sub-account.
11. An asset allocation device comprising:
the determining module is used for responding to an asset allocation indication of a user in a preset asset access page and determining a target account to which the asset allocation indication is directed;
an allocation module to allocate the corresponding assets indicated in the asset allocation indication to the target account;
the asset access page is a page in an asset processing platform, and the asset processing platform is realized in a website or application software mode; presenting an identifier or a label page corresponding to the target account on the asset access page, wherein the label page displays asset details of the target account; the target account comprises the user account or any sub-account associated with the user account, and the user account is different from an owner of the any sub-account; the corresponding assets include any sub-accounts associated with the user account that are different from the target account or assets under the user account;
the determining module is specifically configured to determine, in response to each dragging operation of a user, an asset object targeted by the dragging operation and a targeted account targeted by the dragging operation; wherein the dragging operation is to drag the asset object to an identifier or a tab page corresponding to the target account;
the distribution module is specifically configured to, if the asset object targeted by the dragging operation is a part in an order, split the part in the order into sub-orders, delete the part from the order, and add the sub-orders to the target account; wherein, in the asset access page, various types of assets obtained by the user transaction are presented according to orders;
wherein the asset allocation device further comprises: a sharing module;
the sharing module is used for responding to an indication that a user shares the asset access page, sharing an access entry of the asset access page to a target object, so that the target object can access the asset access page.
12. The apparatus of claim 11, wherein the asset access page presents, in order, the various types of assets obtained by the user transaction.
13. The device according to claim 11, wherein the allocation module is specifically configured to delete the order from the current account or the sub-account and add the order to the target account if the asset object targeted by the dragging operation is the order.
14. The apparatus of claim 12, further comprising: a deletion module;
the deletion module is used for responding to the expiration of the order or the redemption indication of the user for each order traded by the user, determining an account or a sub-account to which the order currently belongs if the order is not split into sub-orders, and deleting the order from the determined account or sub-account; if the order is divided into the sub-orders, determining the account or the sub-account to which the corresponding sub-order currently belongs, and deleting the corresponding sub-order from the determined account or the sub-account.
15. The apparatus of claim 11, further comprising: establishing a module;
the establishing module is used for responding to a sub-account establishing instruction of a user on the asset access page or other preset pages related to the asset access page and establishing a sub-account through a preset sub-account establishing interface.
16. The apparatus of claim 11, further comprising: establishing a module;
the establishing module is used for responding to an asset allocation instruction of a user and establishing a sub-account through a preset sub-account establishing interface under the condition that the sub-account does not exist currently, wherein the established sub-account is a target sub-account for which the asset allocation instruction aims.
17. The device according to claim 11, wherein the determining module is further configured to determine, for each sub-account, an index value of the revenue indicator corresponding to the sub-account according to the assets under the sub-account and according to a preset period; wherein the revenue indicators include one or more of the following indicators: yesterday revenue, cumulative revenue, and current total assets.
18. The apparatus of claim 17, further comprising: a sending module;
and the sending module is used for sending the index value of the income index determined for each sub-account to the user corresponding to the sub-account through the corresponding contact way, wherein the corresponding contact way is associated with each sub-account in advance.
19. The apparatus of claim 11, further comprising: a fund addition module and an estimation module;
the fund adding module is used for responding to an instruction of adding funds for carrying out asset transaction for any sub-account by a user and adding funds with corresponding amount for the sub-account;
the estimation module is used for estimating the remaining disposable amount in the fund after the asset transaction is carried out according to the tradable amount according to the attribute of the tradable amount corresponding to the user.
20. The apparatus of claim 11, further comprising: the monitoring module and the sending module;
the monitoring module is used for monitoring the asset profitability of the designated sub-account;
and the sending module is used for responding to the monitoring module to monitor that the earning rate of any specified sub-account reaches the expected earning rate set correspondingly, and sending a notification message to the user corresponding to the any specified sub-account, wherein the expected earning rate is preset in the specified sub-account.
21. An apparatus for asset allocation comprising at least one processing unit, and at least one memory unit, wherein said memory unit stores program code which, when executed by said processing unit, causes said processing unit to carry out the steps of the method of any of claims 1-10.
22. A computer readable storage medium comprising program code for causing a server device to perform the steps of the method of any one of claims 1-10 when said program code is run on a terminal device.
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| TWI700661B (en) * | 2018-01-23 | 2020-08-01 | 遠東國際商業銀行股份有限公司 | Financial capital transaction method and system |
| CN110473109B (en) * | 2018-05-11 | 2022-10-28 | 腾讯科技（深圳）有限公司 | Resource data processing method and device, computer readable medium and electronic equipment |
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